Purchases and Sales Made in Q4 2025 in Msci Eafe Value ETF (EFV)
This table provides information about the institutional ownership of Msci Eafe Value ETF (EFV) during Q4 2025. The information is specifically focused on institutions that hold shares of MSCI EAFE VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
370K+ 374.22% |
$24.7M - $26.3M
|
469K
$33M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
221KNew |
$14.7M - $15.7M
|
221K
$15.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
126K+ 227.47% |
$8.39M - $8.92M
|
181K
$12.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
51.2K+ 427.58% |
$3.42M - $3.64M
|
63.2K
$4.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
36.2K+ 950.26% |
$2.42M - $2.57M
|
40K
$2.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
33.1KNew |
$2.21M - $2.35M
|
33.1K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32K+ 10.17% |
$2.13M - $2.27M
|
346K
$24.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
26.1K+ 3.75% |
$1.74M - $1.86M
|
723K
$50.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21.5K+ 5.47% |
$1.44M - $1.53M
|
415K
$29.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
20.3KNew |
$1.35M - $1.44M
|
20.3K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
17K+ 30.83% |
$1.13M - $1.21M
|
72.2K
$5.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13.1KNew |
$877K - $933K
|
13.1K
$924K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.1KNew |
$809K - $861K
|
12.1K
$852K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.3KNew |
$754K - $802K
|
11.3K
$794K
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
10.6KNew |
$710K - $755K
|
10.6K
$747K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
9.31K+ 3.41% |
$621K - $661K
|
282K
$19.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.23K+ 6.31% |
$549K - $584K
|
139K
$9.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
7.03K+ 153.1% |
$469K - $499K
|
11.6K
$817K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.65K+ 5.69% |
$444K - $472K
|
124K
$8.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.6K+ 2.81% |
$374K - $397K
|
205K
$14.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.68K+ 6.2% |
$313K - $333K
|
80.2K
$5.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.65K+ 154.69% |
$310K - $330K
|
7.65K
$538K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.64KNew |
$310K - $329K
|
4.64K
$326K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.34K+ 25.38% |
$290K - $308K
|
21.5K
$1.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4K+ 100.3% |
$267K - $284K
|
7.99K
$562K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.02KNew |
$202K - $215K
|
3.02K
$212K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.91KNew |
$194K - $206K
|
2.91K
$204K
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.9KNew |
$193K - $206K
|
2.9K
$204K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.54K+ 30.14% |
$103K - $110K
|
6.66K
$468K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
1.06K+ 1.13% |
$70.4K - $74.9K
|
94K
$6.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.04K+ 6.66% |
$69.5K - $74K
|
16.7K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
803+ 0.71% |
$53.6K - $57K
|
114K
$8M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
731+ 0.42% |
$48.8K - $51.9K
|
176K
$12.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
729+ 2.53% |
$48.6K - $51.8K
|
29.6K
$2.08M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
716+ 15.0% |
$47.8K - $50.8K
|
5.49K
$386K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
655+ 30.94% |
$43.7K - $46.5K
|
2.77K
$195K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
570+ 6.87% |
$38K - $40.5K
|
8.87K
$623K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
561New |
$37.4K - $39.8K
|
561
$39.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
353+ 6.04% |
$23.6K - $25.1K
|
6.2K
$436K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
334+ 0.54% |
$22.3K - $23.7K
|
62.6K
$4.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
307+ 2.83% |
$20.5K - $21.8K
|
11.2K
$785K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
306+ 1.43% |
$20.4K - $21.7K
|
21.7K
$1.53M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
305+ 1.93% |
$20.4K - $21.7K
|
16.1K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
220+ 19.77% |
$14.7K - $15.6K
|
1.33K
$93.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
172+ 2.69% |
$11.5K - $12.2K
|
6.58K
$462K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
165+ 0.13% |
$11K - $11.7K
|
131K
$9.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
164+ 142.61% |
$10.9K - $11.6K
|
279
$19.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
150+ 2.32% |
$10K - $10.6K
|
6.61K
$464K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
133+ 20.46% |
$8.88K - $9.44K
|
783
$55K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
103+ 2.27% |
$6.87K - $7.31K
|
4.64K
$326K
|
|